Military deception

Military deception (MILDEC) is an attempt by a military unit to gain an advantage during warfare by misleading adversary decision makers into taking action or inaction that creates favorable conditions for the deceiving force. This is usually achieved by creating or amplifying an artificial fog of war via psychological operations, information warfare, visual deception, or other methods. As a form of disinformation, it overlaps with psychological warfare. Military deception is also closely connected to operations security (OPSEC) in that OPSEC attempts to conceal from the adversary critical information about an organization's capabilities, activities, limitations, and intentions, or provide a plausible alternate explanation for the details the adversary can observe, while deception reveals false information in an effort to mislead the adversary.

Deception in warfare dates back to early history. ''The Art of War'', an ancient Chinese military treatise, emphasizes the importance of deception as a way for outnumbered forces to defeat larger adversaries. Examples of deception in warfare can be found in ancient Egypt, Greece, and Rome, the Medieval Age, the Renaissance, and the European Colonial Era. Deception was employed during World War I and came into even greater prominence during World War II. In modern times, the militaries of several nations have evolved deception tactics, techniques and procedures into fully fledged doctrine.

Definition

Many standard military activities can be considered ''deceptive'', but not deception. For example, a unit may move into an assembly area to complete organizing and rehearsing prior to a mission. It is a standard deceptive tactic to camouflage the vehicles, equipment and personnel in the assembly area with the intent of confusing the enemy. Military deception is more complex than simple deceptive activities, with a unit deliberately planning and carrying out an elaborate effort that will cause a targeted adversary decision maker to take an action that is detrimental to the adversary and beneficial to the side employing deception.

Types

Deception can be accomplished through either increasing or decreasing an adversary's understanding of the operating environment. Ambiguity increasing deception is intended to sow confusion in the mind of the enemy decision maker by presenting multiple possible friendly courses of action. Because the adversary does not know which is true, his reactions are delayed or paralyzed, which gives the friendly side an advantage. With ambiguity decreasing deception, the friendly side intends to make the adversary certain of the friendly course of action— certain, but wrong. As a result, the adversary will misallocate time, personnel, or resources, which enables the friendly side to obtain an advantage.

The Operation Bodyguard deception in World War II can be viewed as an ambiguity increasing deception that over time became ambiguity decreasing. Initially, the aim was to increase confusion among German planners and leaders by presenting the possibilities of Allied invasions at the Pas-de-Calais and Normandy in France, as well as the Balkans, southern France, and Norway. Eventually, the deception increased certainty on the German side by causing them to conclude that Calais was the real invasion site. When the Allies attacked at Normandy, they did so with the advantage of surprise.

Tactics

Military deception may take place at the tactical, operational, and strategic levels of warfare. The five basic tactics include:

; Diversion
: Use of feints, demonstrations, displays, or ruses to draw the enemy's attention away from a friendly main effort and induce the enemy to concentrate resources at a time and place that is to the enemy's disadvantage.
: Example: On the night of 17–18 August 1943, the Royal Air Force carried out Operation Hydra, the bombing of a World War II rocket research center at Peenemünde, a German town on the Baltic Sea. Over a period of time, the British had conditioned the Germans to expect and respond to attacks on Berlin by sending de Havilland Mosquito bombers along the same route towards the city. When the British executed Operation Hydra, the Germans believed eight Mosquitoes flying towards Berlin were the vanguard of yet another attack on the same target. As a result of this diversion, the Germans deployed the majority of their fighter aircraft over Berlin, which gave the British an advantage over Peenemünde.

; Feint
: An offensive action involving force-on-force contact with the adversary which deceives the adversary as to the location and/or time of the friendly side's main effort. A feint will cause the enemy to concentrate resources at an incorrect time and location. A series of feints will condition the enemy to friendly activities in the same location, causing the enemy to lower their guard or respond ineffectively to the friendly main effort.
: Example: In May 1940, Nazi Germany's Army Group B attacked the Netherlands and Belgium. At the same time, Army Group A invaded France by attacking through the Ardennes towards the city of Sedan. Army Group B's attack was a feint intended to disguise Germany's main effort from British and French military leaders.

; Demonstration

: A demonstration presents a show of force similar to a feint, but avoids actual force-on-force contact with the adversary. The intent of a demonstration is for the adversary to incorrectly determine the time and location of the friendly main effort, which gives the friendly side an advantage by causing the adversary to incorrectly allocate resources, move to the wrong location, or fail to move.
: Example: During the Peninsula campaign of the American Civil War, Union commander George B. McClellan believed he faced a stronger Confederate force commanded by John B. Magruder than he actually did. Magruder reinforced McClellan's perception with numerous demonstrations, including parading his soldiers where they could be viewed by Union observers, concealing them as they moved back to the start point, then parading them again within sight of McClellan's observers. McClellan concluded that he was outnumbered and decided to retreat.

; Ruse
: The deliberate exposure to the enemy of false information that causes the enemy to reach an incorrect conclusion about friendly intentions and capabilities. A ruse is a trick of warfare that relies on guile to contribute to a larger deception plan.
: Example: The creation of the fictional Major William Martin ("The Man Who Never Was") as a British officer carrying important World War II battle plans. As part of the Operation Mincemeat deception that concealed the location of the planned Allied invasion of Sicily, the Allies intended for the Nazis to acquire the false documents, which indicated a planned Allied invasion of Greece and the Balkans, and then incorrectly allocate troops and materiel.

; Display
: The static portrayal of activity, troops, or equipment. A display is intended to deceive the adversary’s visual observation capability, causing him to believe the friendly force is in a location other than where it is, that it has a capacity or capability it does not possess, or that it does not have a capacity or capability that it does possess.
: Example: The Allied use of "sunshields" in Operation Bertram and inflatable decoys in Operation Bodyguard during World War II to deceive the enemy as to the size, location and objectives of Allied forces.

These basic deception tactics are often used in combination with each other as part of a larger deception plan.

Legality

Adherents to Protocol I (1977) of the Geneva Conventions agree not to engage in acts of perfidy during the conduct of warfare. Perfidious conduct is a deceitful action in which one side promises to act in good faith with the intention of breaking that promise to gain an advantage. Examples include one side raising a flag of truce to entice an enemy to come into the open and take them as prisoners of war, then opening fire on the uncovered adversary. Additional examples include misusing protected signs and symbols, such as the red cross, crescent, and crystal, to conceal weapons and ammunition by making them appear to be a medical facility.

Axioms, maxims, and principles

The development of modern military deception doctrine has led to the codification of several rules and maxims. In U.S. doctrine, three of the most important are expressed as Magruder's Principle, the Jones' Dilemma, and Care In the Placement of Deceptive Material (Avoid Windfalls).

Magruder's Principle: Named for Confederate general John B. Magruder, this principle states that it usually easier to deceive a deception target into holding on to a pre-existing belief than it is to convince the target that something the target believes to be true is not. Examples include the Allies of World War II making use in the Operation Mincemeat deception of the pre-existing German belief that Greece and the Balkans would be their next invasion target after North Africa, when the Allies actually intended to invade Sicily.

Jones' Dilemma: Named for British scientist Reginald Victor Jones, who played an important role in the Allied effort during World War II, the Jones dilemma indicates that the greater the number of intelligence and information gathering and transmitting resources available to the deception target, the more difficult it is to deceive the target. Conversely, the more of the target's intelligence and information systems that are manipulated in a deception plan or denied to the target, the more likely the target is to believe the deception. One reason the World War II Operation Bodyguard deception was accepted as true on the German side is that Germany's ability to acquire information about activities in England was limited, enabling the Allies to manipulate the few German intelligence gathering resources that were available.

Avoid Windfalls: If a deception target obtains deceptive information too easily ("too good to be true"), the target is unlikely to act on it and the deception will fail. This requires deception planners to take care in placing deceptive information so that it will appear to have been acquired in a seemingly natural manner. The deception target is then able to assemble details from multiple sources into a coherent, believable, but untrue story. The best deception plans co-opt the enemy's skepticism through requiring enemy participation, either by expending time and resources in obtaining the deceptive information, or by devoting significant effort to interpreting it. In an example of valid information being dismissed as a windfall, early in World War II a plane carrying German officers to Cologne became lost in bad weather and landed in Belgium. Before being arrested by Belgian authorities, the Germans attempted to burn the papers they were carrying, which included copies of the actual invasion plans for Belgium and the Netherlands. Belgian authorities discounted this true information as false because of the ease with which they obtained it.

Multiple Forms of Surprise: Friendly events about which an adversary can be deceived are described in the mnemonic SALUTE-IS, which stands for Size, Activity, Location, Unit, Time, Equipment, Intent, and Style. The maxim indicates that the more of these categories the friendly side can deceive the adversary about, the more likely the adversary is to believe the deception. Conversely, if there are plans and activities about which the adversary is already aware, attempting to deceive him about them is unlikely to succeed. In Operation Bodyguard, the Germans knew there would be an invasion on the coast of France, that it would happen in 1944, and that it would be based in England. They did not know the exact date and the exact location. The Allies concentrated their deception on the SALUTE-IS details the Germans did not know about, and did not attempt to deceive them about what they already knew.

Planning process

The doctrine for planning deception has been codified over time. In the U.S. military, this doctrine begins with understanding the deception target's cognitive process. Expressed as "See-Think-Do", this understanding of the adversary considers what information has to be conveyed to the target through what medium in order for the target to develop the perception of the situation that will cause the enemy to take an action beneficial to the friendly side. In the planning process, "See-Think-Do" is considered in reverse order—what does the friendly side want the enemy to do as a result of the deception, what perceptions will the target have to form in order to take the action, and what information needs to be transmitted to the target through which medium so that the target will develop the desired perception.

As an example, the intent for Operation Bodyguard was for Germany to allocate forces away from Normandy ("Do"). The perception the Allies wanted to create in the mind of the deception target (Hitler) was that the Allies were planning to invade at Calais ("Think"). The information the Allies conveyed to the target to create the perception included the false radio traffic, dummy equipment displays, and deceptive command messages of the fictional First United States Army Group ("See").

History

Ancient Egypt

According to a story from an ancient Egyptian papyrus, in about 1450 BC, an Egyptian army under Pharaoh Thutmose III and his general Djehuty besieged the Caananite city of Yapu (later Joppa and now Jaffa). Unable to gain entry, they resorted to deception. Djehuty hid several soldiers in baskets and had the baskets delivered to the town with the message that the Egyptians were admitting defeat and sending tribute. The people of Yapu accepted the gift and celebrated the end of the siege. Once inside the city, the hidden soldiers emerged from the baskets, opened the city gates, and admitted the main Egyptian force. The Egyptians then conquered the city.

Ancient Greece

The ''Iliad'' and The ''Odyssey'', epic poems composed between the 9th and 6th centuries BC, are credited to the Ancient Greek author Homer. These poems contain details of the Trojan War, presumed by the Greeks to have been fought in approximately the 13th century BC. The ''Odyssey'' provides the details of the Trojan Horse, a successfully executed deception. After several years of stalemate, a Greek leader, Odysseus, devised a ruse. Over three days, the Greeks constructed a hollow wooden horse, which they inscribed as an offering to the goddess Athena in prayer for safe return to their homes. The Greeks then pretended to depart the area around Troy, giving the impression that they had sailed for Greece. Rather than risk offending Athena, the Trojans brought the horse into the city. That night, Greek soldiers concealed inside the horse came out of their hiding place and opened the city gates. The main force of Greek soldiers who had actually remained nearby then entered the city and killed the inhabitants.

Ancient Macedon

In 326 BC, the army of Macedon, which was led by Alexander the Great, had advanced through the Middle East to Asia, conquering numerous kingdoms along the way. Alexander planned for battle against the forces of Porus, the king of the region of Pakistan and India that is now Punjab. To confront Porus, Alexander needed to cross the Hydaspes River. Porus used the terrain to his advantage and arranged his forces to prevent Alexander from crossing the river at the most likely fording point. Leading up to the battle, Alexander scouted several alternative fords, but Porus moved each time to counter him.

Alexander eventually located a suitable crossing point approximately 17 miles north of his base. He then led a portion of his army to the crossing site, while his subordinate Craterus kept the entire army's campfires burning within sight of Porus and feigned several river crossings that Porus was able to observe. With Porus distracted, Alexander successfully led his detachment across the river, then marched south to engage in battle. In the Battle of the Hydaspes, Alexander's army had the element of surprise and quickly defeated Porus' troops, while sustaining relatively few casualties on the Macedonian side. Having conquered Porus' kingdom, Alexander then allowed Porus to rule it as one of Alexander's satraps.

Ancient China

In 341 BC, troops under the general Sun Bin of the state of Qi faced battle with the forces of the state of Wei. Knowing that Wei regarded the army of Qi as inferior and cowardly, Sun Bin decided to use Wei's perception to his advantage. When Qi's forces invaded Wei, Sun Bin ordered them to light 100,000 camp fires on the first night. On the second night, they lit 50,000. On the third, 30,000. Sun Bin's deception caused the Wei forces led by general Pang Juan to believe Qi faced mass desertions. Rushing to attack what they believed to be an inferior army, the Wei forces assaulted Qi's troops at a narrow gorge, not knowing Sun Bin's soldiers had prepared it as an ambush site. When Pang Juan's troops reached the gorge they observed that a sign had been posted. Lighting a torch to see the message, the Wei commander read "Pang Juan dies beneath this tree". The lighting of the torch was the signal for Qi to initiate the ambush. Sun Bin's army quickly routed Pang Juan's and Pang Juan committed suicide.

Another well-known deceptive measure from ancient China has come to be known as the Empty Fort Strategy. Employed several times in numerous conflicts, the best-known example is a fictional one contained in a historical novel from the 1320s AD, ''Romance of the Three Kingdoms''. This work, which contains embellished tales of actual Chinese history from 169 to 280 AD, includes the story of general Zhuge Liang of Shu Han